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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

IBMN was delisted on the 1st of December, 2025.

154 hedge funds and large institutions have $410M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 154154 (0)

0.82% less ownership

Funds ownership: 84.6%83.78% (-0.82%)

4% less capital invested

Capital invested by funds: $427M → $410M (-$16.4M)

Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
67
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.79M +$590K +22,171 +18%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$3.59M +$130K +4,903 +4%
RJA
28
Raymond James & Associates
Florida
$3.15M -$994K -37,379 -24%
P
29
Paradiem
Louisiana
$3.07M
CPWM
30
Cypress Point Wealth Management
Texas
$3.01M
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.01M +$352K +13,250 +13%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.94M +$2.92M +109,762 +30,574%
SA
33
Sanctuary Advisors
Indiana
$2.84M +$183K +6,876 +7%
GA
34
Gateway Advisory
New Jersey
$2.67M +$84.5K +3,178 +3%
CTC
35
Central Trust Company
Missouri
$2.66M -$180K -6,785 -6%
WIC
36
Woodmont Investment Counsel
Tennessee
$2.65M +$6.84K +257 +0.3%
SWP
37
Stratos Wealth Partners
Ohio
$2.63M +$264K +9,942 +11%
NEPWA
38
New England Private Wealth Advisors
Massachusetts
$2.59M +$4.15K +156 +0.2%
SCG
39
Sonata Capital Group
Washington
$2.42M +$2.42M +90,910 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$2.39M +$164K +6,172 +7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.35M +$186 +7 +0%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$2.3M -$19.1M -718,162 -89%
AM
43
Atwater Malick
Pennsylvania
$2.3M +$250K +9,406 +12%
SPA
44
Sentinel Pension Advisors
Massachusetts
$2.19M +$6.22K +234 +0.3%
UCFA
45
United Capital Financial Advisors
Texas
$2.16M -$66.2K -2,489 -3%
RFC
46
Regions Financial Corp
Alabama
$2.1M +$12.4K +466 +0.6%
HCM
47
Howland Capital Management
Massachusetts
$2.06M +$133K +5,000 +7%
BPA
48
Beacon Pointe Advisors
California
$2.02M -$267K -10,018 -12%
NDSI
49
Newman Dignan & Sheerar Inc
Rhode Island
$2.01M -$1.05M -39,509 -34%
PA
50
PSI Advisors
Florida
$1.95M

IBMN Hedge Fund Activity: Q3 2024 in Review

154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2024, worth a combined $410M — down 3.8% from $427M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMN positions and 6 closed out — a net gain of 2 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.92M. The largest seller was Focus Partners Wealth, cutting an estimated $19.1M.

  • 154 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $410M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2024, down 3.8% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.92M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.